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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,271 | $152,591+119.1% | $117,529+184.4% | $134,545+148.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.76% | 53.04%-69.8pp | 29.77%-46.5pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $27,000 | $4,821+460.1% | $4,072+563.0% | $6,401+321.8% |
| Admin fee / account holder | $10,110 | $7,004+44.3% | $5,645+79.1% | $11,431-11.6% |